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| | | Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ... |
| | | | ... those of external global partners. Additionally, he serves as an investment specialist, engaging with institutional and wealth clients on investment strategy, performance and outlook. Before Apostle, Lane held roles at BlackRock and Willis Towers Watson ... |
| | | | ... planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational wealth transfers (29%) and estate planning (37%), while newly established SMSFs are far more focused on tax minimisation (37%) ... |
| | | | ... and will remain committed to helping Australians by continuing to provide new and thoughtful ways for them to grow their wealth. Today is another step on that journey," Andrews said. The La Trobe Private Credit Fund (ASX: LF1) is a diversified private ... |
| | | | ... KPMG said. KPMG Enterprise Family Business global head Robyn Langsford said the study highlighted the massive transfer of wealth in Australia which will take place over the next 15 years. Family Business Australia estimated this will total $1.1 trillion ... |
| | | | ... Business Rollover Section Tailored Super Tailored Super Rollover Plan The initial claims also covered platform funds, being Wealth Personal Superannuation and Pension Fund and The Retirement Plan, and legacy products which were closed to new members ... |
| | | | Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ... |
| | | | As politicians, industry groups, and financial experts spar over the $3 million super tax, which will only affect a fraction of Australians, another critical problem is being ignored. The "vast majority" of people under 30 will never have more than ... |
| | | | ... associated fees, and the total amount paid for the acquisition. As Centrepoint finalised its acquisition timetable, Australian Wealth Advisors Group became a substantial holder with a 15.1% stake, holding over 30 million shares. On the same day, COG ... |
| | | | ... Sydney office continues to grow with Edwina Matthew and Anish Gupta joining the organisation. Australia's sovereign wealth fund said Matthew comes on board as director of responsible Investment. Before joining the Future Fund, she was investment ... |
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